Overview

• Indian benchmark indices extended their losing streak to six weeks as foreign institutional investors accelerated net selling, pushing the Sensex below 80,000.
• The Reserve Bank of India held its policy repo rate at 5.50%, maintaining a neutral stance that failed to uplift investor sentiment.
• July’s Consumer Price Index and Wholesale Price Index readings, due this week, will be pivotal in guiding market expectations for future monetary policy.
• The final phase of Q1 earnings—including results from Ashok Leyland, ONGC, IOC, Hindalco and BPCL—is expected to trigger stock-specific volatility.
• Investors are also monitoring global trade-policy risks such as the U.S.-China tariff truce deadline and President Trump’s summit with Vladimir Putin in Alaska.